WEALTH EFFECTS LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 270 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WEALTH EFFECTS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$223,887
-0.0%
9,1870.0%0.11%
+12.1%
Q2 2023$223,979
-0.6%
9,1870.0%0.10%
-13.9%
Q1 2023$225,357
+0.9%
9,1870.0%0.12%
-10.2%
Q4 2022$223,4289,1870.13%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 385,938$9,405,3086.99%
Keeler Thomas Management LLC 604,202$14,928,7775.52%
Scissortail Wealth Management, LLC 236,003$5,751,3904.53%
Envision Financial Planning, LLC 161,317$3,931,2843.89%
Summit Asset Management, LLC 549,950$13,402,2743.64%
Windsor Capital Management, LLC 429,255$10,460,9543.62%
Gateway Advisory, LLC 698,889$17,031,9143.47%
Houlihan Financial Resource Group, Ltd. 226,696$5,5282.96%
Syntegra Private Wealth Group, LLC 773,021$18,838,5252.96%
Peloton Wealth Strategists 256,525$6,2522.88%
View complete list of ISHARES TR shareholders